Practical analysis for investment professionals

Leadership, Management & Communication Skills


The Financial Adviser Value Proposition: The Five Components

What can we do for our clients that they can’t do on their own? What can make us better at managing their money than they are?

Women and Money Making: What’s Your Business Model?

In celebration of International Women’s Day 2022, Barbara Stewart, CFA, shares how women in various countries and cultures think about business models.

Retirement Income: Six Strategies

How can we mitigate sequence of returns risk (SoRR)?

On Investment Objectives and Risks, Clear Communication Is Key, Part 3

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

How to Master Social Media: Seven Tips to Attract More Followers

What's the secret to building your followers on social media?

On Investment Objectives and Risks, Clear Communication Is Key, Part 2

Standard deviation fails to characterize risk in a way that matters to most investors.

How to Master Social Media: Five Tips for Writing Well

What does it take to write captivating and engaging social media posts? Eric Sim, CFA, shares some essential pointers.

Top 10 Posts from 2021: The Buffett Indicator, GameStop, Inflation!

What articles most resonated with readers in 2021? Aswath Damodaran on the COVID crucible, career tips from Eric Sim, CFA, and more.

On Investment Objectives and Risks, Clear Communication Is Key, Part 1

Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.

How to Master Social Media: Consistency

The strategic use of social media can help you build your personal brand.



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